WealthBook
The wealth management platform for Financial Advisors.
- Key Features
1. Variable annuities
UNIQUE tool for managing your clients variable annuity portfolios
2. ETFs
Interactive guide to selecting the right ETF for your clients
3. Equities
Key facts, figures & analytics of US equities — in one place
4. Portfolios
Manage your clients’ other portfolios—ETFs. mutual funds, equities etc.
5. Client Apps
Increase client engagement, retention